AFM

Abbot Financial Management Portfolio holdings

AUM $234M
1-Year Est. Return 22.32%
This Quarter Est. Return
1 Year Est. Return
+22.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$343K
3
+$279K
4
CRM icon
Salesforce
CRM
+$226K
5
FSK icon
FS KKR Capital
FSK
+$163K

Top Sells

1
+$1.07M
2
+$460K
3
+$410K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$409K
5
WDC icon
Western Digital
WDC
+$357K

Sector Composition

1 Technology 18.43%
2 Healthcare 14.15%
3 Financials 13.72%
4 Industrials 11.25%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$809K 0.71%
9,350
-200
52
$798K 0.7%
11,697
-4,465
53
$791K 0.7%
51,446
-9,320
54
$774K 0.68%
8,600
-100
55
$765K 0.67%
19,300
56
$724K 0.64%
113,700
-2,000
57
$718K 0.63%
15,350
-725
58
$681K 0.6%
4,252
59
$624K 0.55%
5,741
-1,644
60
$577K 0.51%
5,988
61
$561K 0.49%
27,093
-597
62
$558K 0.49%
+5,700
63
$458K 0.4%
10,950
64
$458K 0.4%
22,405
-1,000
65
$424K 0.37%
4,326
+425
66
$411K 0.36%
8,900
67
$408K 0.36%
2,600
68
$405K 0.36%
6,896
+600
69
$369K 0.33%
2,856
-25
70
$351K 0.31%
12,104
71
$348K 0.31%
3,895
+50
72
$342K 0.3%
3,450
+1,100
73
$341K 0.3%
10,750
-4,700
74
$340K 0.3%
1,200
75
$332K 0.29%
7,353
+1
1 2
3
4 5